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Restaurants  // Browsing posts in Restaurants

Beyond Meat Idea Proposal (BYND)

Beyond Meat Idea Proposal (BYND)

Will supply shortages and rising prices of traditional meat provide an opening for Beyond Meat to make lasting gains? Report Available: July 22, 2021   Blueshift’s ongoing research found BYND’s retail store sales surging but its foodservice unit struggling to regain its footing from the pandemic. Rising prices and product shortages for traditional meat, however, […]

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Jun 16 2021 Restaurants, Services

Casual Dining & QSR Menu Price Increases Are Maintaining Large Chain Margins

Research Question: Will labor shortages and higher commodity prices result in prolonged higher prices for casual dining and QSR customers? What does this mean for company margins? Companies: COLD, DPZ, MCD, SBUX By: David Franklin Click here to download report (.pdf)   Summary of Findings Large casual dining and quick service restaurant (QSR) chains are […]

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Casual Dining and QSR Idea Proposal

Casual Dining and QSR Idea Proposal

Will labor shortages and higher commodity prices result in prolonged higher prices for casual dining and QSR customers? What does this mean for company profits? Report Available: June 17, 2021   Blueshift’s initial research found quick serve restaurants (QSR) and casual dining establishments challenged by a labor shortage and pushback from employees regarding low pay. […]

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May 28 2020 Restaurants, Retail

Restaurants, Retail Not Finding it Difficult to Bring Back Employees

Research Question: Will retail stores and restaurants have trouble hiring staff as businesses start to reopen across the country? Companies: BBY, BWLD, CAKE, CMG, DG, DIN, DKS, DRI, FIVE, GME, GPS, GRUB, M, MCD, ORLY, PLAY, PNRA, PZZA, QSR, SBUX, SHAK, TGT, TJX, ULTA, WEN, WMT, YUM By: Reverdy Johnson Click here to download report […]

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Job Market Idea Proposal

Job Market Idea Proposal

Will retail stores and restaurants have trouble hiring staff as businesses start to reopen across the country? Report Available: May 28, 2020   Blueshift’s initial research found businesses readying to reopen as states lift coronavirus restrictions. Some retailers and restaurant operators are concerned about filling out their staffs because of federal unemployment benefits that provide […]

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Food Delivery Up Markedly in April, Will Continue in May; GRUB Performing Well

Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Food delivery orders have increased significantly in April—compared to our March 24 report when they had not yet seen any immediate additional […]

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Price Pressure, Competition Coming for Beyond Meat But Demand Not Slowing (BYND)

Research Question: Can Beyond Meat get the cost of its plant-based meats competitive with animal products? Companies: BYND, COST, DNKN, KR, MCD, MLFNF, NSRGY, QSR, SYY, TSN, UL, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Beyond Meat Inc. (BYND) is not close to getting the cost of its […]

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Papa John’s Turnaround Faces Uphill Climb That Will Take Time (PZZA)

Research Question: Will Papa John’s turnaround initiatives reverse declining sales? Companies: CMG, DPZ, DRI, GRUB, JACK, PZZA, UBER, YUM By: David Franklin Click here to download report (.pdf)   Summary of Findings Papa John’s International Inc. (PZZA) faces a formidable challenge in reversing its sales decline and improving its brand image. Sources think it can […]

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Papa John’s Idea Proposal (PZZA)

Papa John’s Idea Proposal (PZZA)

Will Papa John’s turnaround initiatives reverse declining sales? Report Available: July 31, 2019   Blueshift’s initial research found PZZA trying desperately to recover from a year and a half of controversy and declining sales. PZZA’s sales were already in decline when its founder, John Schnatter, added to the problems with damaging comments and behavior. Schnatter […]

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Grubhub Delivers Disappointing Results for Subway, Taco Bell (GRUB)

Research Question: How are Grubhub’s partnerships with Subway and Taco Bell progressing? Companies: GRUB, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) is not having a significant effect on Subway or Taco Bell (Yum Brands Inc./YUM) sales since the launch of partnerships with these companies. This […]

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